How To Add A Recurring Visit

S
Written by Steven
Updated 1 year ago

 To add a recurring visit, please click the "Team" and "Scheduling" tab, then click the New Event button and select "Visit to Customer."

On the New Visit page, pick "Recurring Series of Visits" as the type, and then you can choose if the visit should repeat Daily, Weekly, Monthly, or Yearly.

If you do not have an end date, you could set the "Total Number of Visits" to 160, which should run for three years if you are setting up a weekly visit

Then please select the Customer, the Property, and fill in the other fields at the bottom of the page.

Once you are done, click "Create Visit" to create your recurring visit.

Did this answer your question?